See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,711 | $127,100-22.3% | $105,738-6.6% | $135,375-27.1% |
| Participation rate | 20.8% | 82.7%-61.9pp | 76.3%-55.5pp | 82.6%-61.8pp |
| Annual return | -8.11% | 4.49%-12.6pp | 6.27%-14.4pp | 519.73%-527.8pp |
| Employer contribution / active EE | $195 | $4,107-95.3% | $3,268-94.0% | $4,779-95.9% |
| Participant deferral / active EE | $779 | $5,064-84.6% | $4,080-80.9% | $5,609-86.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |